Contents - Index


Use credits and debits to make adjustments to existing invoices.  Credits and debits alter the aged debtors analysis and client's statements.

Open this form from Client Operations:

The credit and debit form is as follows:

The default type is credit.  The credit/debit note must link to an existing invoice.
Enter the date of the credit/debit.  If using the Invoice accounting basis this date is used to work out when the credit/debit is included in the G.S.T imputation run.
Enter the amount. It must include G.S.T. as it decreases the total value of the invoice.
Enter a description.  This can be used to identify the reason for the credit/debit.